Marketing Operations & Engagement Specialist

About the Role

We are seeking a Marketing Operations & Automation Specialist who will act as a collaborative partner, trusted advisor, and technical expert within our organization, helping to unlock the full automation potential of Salesforce Marketing Cloud Account Engagement (formerly Pardot) and related marketing technologies. This role combines hands-on technical expertise in MCAE with a consultative approach to strategy, implementation, and optimization. The ideal candidate will collaborate across business units, translating requirements into workflows, automations, Engagement Studio programs, and actionable marketing strategies. They will also provide guidance to stakeholders, helping the team achieve key business goals while staying ahead of industry trends.  

Position Duties and Responsibilities

Marketing Operations & Automation 

• Administer and optimize Salesforce Marketing Cloud Account Engagement (MCAE), including platform configurations, user roles, permissions, and automation rules. 
• Design and implement workflows, Engagement Studio programs, and customer journeys to enhance lead management, campaign execution, and marketing automation. 
• Collaborate with internal stakeholders to define business requirements and deliver solutions that align with organizational objectives. 
• Maintain and improve data integrity within MCAE, ensuring clean, complete, and organized data for segmentation and reporting purposes. 
• Manage integrations between MCAE and other marketing technologies, such as Zoom, Qualified, Customer.IO, 6Sense, LinkedIn Lead Gen. 

Client & Stakeholder Engagement 

• Act as a technical advisor to internal teams and clients, guiding them through marketing automation strategy, implementation, and optimization.
• Build strong relationships with stakeholders across marketing, sales, and operations, offering proactive recommendations and insights. 
• Facilitate training sessions and workshops to educate teams on MCAE best practices, workflows, and emerging trends. 

Campaign Strategy & Execution 

• Create and manage marketing campaigns, customer journeys, and automation workflows using MCAE and related tools. 
• Collaborate with sales and marketing teams to map customer journeys, optimize lead management, and design campaigns that drive ROI. 
• Analyze campaign performance metrics and provide actionable insights to refine strategies and improve results. 
• Assist Email Marketing Manager with development and maintenance of templated emails. 

Reporting & Analytics 

• Build and manage Salesforce and MCAE reports and dashboards to track campaign performance, KPIs, and customer engagement.
• ​​​​​​​Review performance metrics, resource allocation, and budget utilization to optimize marketing strategies. 

Leadership & Collaboration 

• Collaborate across departments to align marketing operations with organizational goals.
• ​​​​​​​Share knowledge internally to strengthen team expertise and foster continuous improvement. 

Required Experience, Skills, and Education

• 5+ years of experience in the implementation of Salesforce Marketing Cloud Account Engagement (Pardot) and Sales Cloud. 
• Proficiency in designing and executing B2B marketing automation strategies, including lead management, customer journey mapping, and campaign optimization. 
• Proven ability to act as a trusted advisor, building strong relationships and successfully guiding senior stakeholders to achieve business goals. 
• Strong project management skills and keen attention to detail.
• Hands-on experience with Salesforce Marketing Cloud Account Engagement (Pardot), including Engagement Studio, automation rules, scoring, segmentation lists, form handlers, and email marketing. 
• Strong proficiency in Salesforce Sales Cloud, including campaign tracking, reporting, and CRM integration. 
• Familiarity with complementary marketing technologies, such as Zoom, Qualified, Customer.IO, 6Sense, LinkedIn Lead Gen, Zapier, etc. 
• Ability to translate data into actionable insights and solutions for stakeholders. 
• Proven ability to collaborate across teams and functions to gather requirements and deliver solutions.
• Growth mindset - explore new ideas, challenge conventional thinking, and uncover innovative solutions to address intricate business needs. 
• Strong critical thinking and problem-solving abilities.
• Excellent written and verbal communication skills.

• Salesforce Marketing Cloud Account Engagement Consultant and Salesforce Marketing Cloud Account Engagement Specialist certifications are preferred. 
• ​​​​​​​Additional certifications such as Salesforce Advanced Administrator, Platform App Builder, or Business Analyst are a plus.